Nora
Kouza
City National Securities, Inc
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About this Advisor
Nora Kouza is a financial advisor based in La Jolla, California, working with City National Securities, Inc. Nora has previously held positions at Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Mufg Union Bank, Unionbanc Investment Services, and City National Bank. Nora has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Nora is part of City National Securities, Inc, which operates out of La Jolla, California. The firm has 18 offices and 47 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at City National Securities, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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City National Securities, Inc Brokerage Details
$1,490,186,713
47
2,126
$700,934
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Nora Kouza Work History
City National Bank
Mufg Union Bank
Unionbanc Investment Services
Wells Fargo Advisors LLC
Wells Fargo Bank, N.A
Disclosures
Please visit the SEC profile of Nora Kouza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City National Securities, Inc
New York, NY
Los Angeles, CA
New York, NY
Los Angeles, CA
Beverly Hills, CA
Walnut Creek, CA
Santa Barbara, CA
Los Angeles, CA
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